Lee, Dave_S -- Perhaps it can be reconciled in this way...
From the March Upside Interview:
Is the server business your fastest-growing business
right now? No, that's not true anymore. The
workstation business is the [fastest growing]. We sell
[workstations] primarily to financial institutions and to
the engineering, scientific and software development
markets.
What percentage of Dell's revenue is represented by
servers and workstations? Last quarter, it was 10
percent of revenue, and it grew maybe 313 percent from
the prior year.
The 10% here may be associated with the Barron's 11%, but that's immaterial. The Barron's article focuses on where price sensitivity may be problematic. (I'll bet that's what you are concerned with as well?) So, we see that MDell is substantiating growth in the high-end (aka, workstation, server) business -- a segment which represents 10% of revenue (as of last quarter).
Whether we call a segment 'individual' or 'consumer', we can agree that this area is subject to pricing pressure. IMO, this is the reason DELL is attempting to ramp the 10% workstation/server business. |
